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Startups and SaaSBeing deployed

A prospecting agent that preps every call for the CEO

For a tech startup that sells mostly by phone, the agent enriches target accounts, prioritises the day's list and drafts follow-up messages.

DatasliaDataslia

Context

The founder does outbound himself. Automated email sequences brought little; phone works, but prepping each call takes time.

Before

  • Long, poorly prioritised prospect lists
  • Manual research before each call
  • Follow-ups forgotten after meetings

With the agent

  • A daily call list ranked by potential
  • A prep sheet for each account
  • Follow-up messages ready after each call

The system

Triggers

LinkedIn target accounts
CRM history

AI agent

  1. Enriches each account (size, signals, contacts)
  2. Scores it against the ideal customer
  3. Prepares a call sheet
  4. Drafts the follow-up

You approve

The CEO calls

The agent prepares; the sales relationship stays human.

Actions

Prioritised call list
CRM up to date
Follow-ups sent

Results

production rollout
Ongoing
production rollout

Tools used

  • LinkedIn
  • Claude
  • n8n
  • HubSpot
  • Google Calendar
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